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Zachary Taylor Heaberlin

Strategic Advisers LLC

Covington, KY

Covington, KY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-10
TX RA APPROVED 2025-04-10
  • KY RA
    APPROVED
    Since 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-10

Branch Locations

Covington, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Enterprise Rent-A-Car Columbus OH 09/2014 01/2017
Foundation Building Materials Covington KY 01/2017 12/2019
Bru Burger Bar Ft. Mitchell KY 10/2019 12/2019
Fidelity Brokerage Services Llc. Covington KY 01/2020 Present
  • 09/2014 → 01/2017
    Enterprise Rent-A-Car
    Columbus, OH
  • 01/2017 → 12/2019
    Foundation Building Materials
    Covington, KY
  • 10/2019 → 12/2019
    Bru Burger Bar
    Ft. Mitchell, KY
  • 01/2020 → Present
    Fidelity Brokerage Services Llc.
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
S63 Uniform Securities Agent State Law Examination 2020-05-28
  • S66 Uniform Combined State Law Examination
    2025-03-31
  • S63 Uniform Securities Agent State Law Examination
    2020-05-28
Other Names
  • Zachary Taylor Heaberlin
  • Zachary Heaberlin

View on SEC IAPD

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